Headlines — November 29, 2023

Locator: 46205B.

Decorating: there's a real trick finding "the line" and not crossing it when decorating one's house for the Christmas holidays.

In our very well-publicized-anti-Semetic neighborhood, I find it interesting that at least one Jewish family has found that line -- perhaps the best Christmas-decorated house in the area without going over the line. The definition of irony.

Music: I'm in my "Come on Eileen," Kevin Rowland, stage. My wife does not understand. Along with everything else, Roland has superb fashion sense.

Chatterjack: official results here. Photos here.

Supply chain: minimal anecdotal evidence that Amazon, UPS, FedEx are having trouble delivering products / orders on time. Right now, this appears to be one of the smoothest sales seasons ever. Having said that, many Lego sets on back order. I order a lot through Amazon and everything is arriving as quickly as ever. Third party sellers seem to be doing well also, meeting customers’ expectations.

Streaming: amazing how much great content is available and it’s only going to get better. Tonight, watching “Mighty Planes,” S1E1, the oldest DC-10 still flying. But there must have been at least thirty other streaming options. Last night it was a JFK assassination documentary. Tomorrow night: NFL football.

Dubai: amazing how often this place shows up in stories of all kinds.

COP28: another spin.

Headlines

Apple: holy mackerel! Did I miss this story? Am I missing something? If I’m reading this correctly why is this story not getting move coverage? Anyone following QCOM? Link here. I’ll probably post this as a stand-alone post. QCOM is up 20% in the past month and represents one of my bigger tech holdings. P/E under 20; pays 2.5%. Long backstory. 

Cyber Monday: after record on-line Black Friday sales, we now have reports of on-line sales on Cyber Monday.

OXY: in talks to buy CrownRock, a Permian producer. This has been telegraphed for weeks, if not months. $12.5 billion.

Nest camera: to tell you when garage door is open. Link here.

Arm / Apple: royalties. A must-read for investors.

Google: blinks.

Santa Claus rally: Cramer called it. 

WTI: quietly trending toward $80 again. [Later: turned negative later in day when OPEC+ adjourned meeting with "no change."]

Trump gag order: reinstated by appeals court.